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BoldDesk + Custom Apps Integration

Brings customer data from the third-party apps and displays it on the ticket sidebar to provide more context.

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Integrating Third-Party App Data with BoldDesk

By using the custom app feature, you can quickly integrate your internal applications with BoldDesk and create custom workflows within your applications, resulting in increased efficiency throughout your organization.

Integrating Third-Party App Data with BoldDesk
Show context-specific data in BoldDesk from a third-party app

Show context-specific data in BoldDesk from a third-party app

The custom app feature helps pull third-party application data into the BoldDesk ticket details page. When the custom app loads, it sends the ticket properties to the third-party app’s hook URL and renders the returned information. 

Additionally, custom apps can be installed on contact and contact group pages. 

The following ticket properties will be sent to the third-party app:

  • Contact
  • Contact Group
  • Category
  • Agent

Customize the sidebar view

To personalize the sidebar view, the custom app provides many predefined HTML templates and CSS styles. You can easily code your widgets and render them in the sidebar using the provided templates and styles.

The custom app can display data for a variety of scenarios. Here are a few examples:

  • Customer information
  • Order details
  • Revenue data
Customize the sidebar view
Custom app security

Custom app security

When creating a custom app, securely transfer data to your HTTPS endpoint URL and check whether it was sent from BoldDesk.

The custom app provides two degrees of security while accessing your data:

  • Identity verification
  • Signature request
Integrating Third-Party App Data with BoldDesk

Integrating Third-Party App Data with BoldDesk

By using the custom app feature, you can quickly integrate your internal applications with BoldDesk and create custom workflows within your applications, resulting in increased efficiency throughout your organization.

Show context-specific data in BoldDesk from a third-party app

Show context-specific data in BoldDesk from a third-party app

The custom app feature helps pull third-party application data into the BoldDesk ticket details page. When the custom app loads, it sends the ticket properties to the third-party app’s hook URL and renders the returned information.

The following ticket properties will be sent to the third-party app:

  • Contact
  • Contact Group
  • Category
  • Agent
Customize the sidebar view

Customize the sidebar view

To personalize the sidebar view, the custom app provides many predefined HTML templates and CSS styles. You can easily code your widgets and render them in the sidebar using the provided templates and styles.

The custom app can display data for a variety of scenarios. Here are a few examples:

  • Customer information
  • Order details
  • Revenue data
Custom app security

Custom app security

When creating a custom app, securely transfer data to your HTTPS endpoint URL and check whether it was sent from BoldDesk.

The custom app provides two degrees of security while accessing your data:

  • Identity verification
  • Signature request

For more information on how to get started with the Custom Apps integration

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